Advisors and clients can now track the performance of companies moving away from the “toxic and dangerous ways” of the past, according to the founders.
Special-needs planning is hard but rewarding
About one in five people in the U.S. have a disability, and that will likely increase as the baby boomer population ages, according to the American College of Financial Planning. About two-thirds of people who are caregivers reported being worried about having enough retirement income.
May 24, 2021
In the May 17 issue of
InvestmentNews, Emile Hallez wrote about the complex challenges and personal rewards of providing financial planning for special-needs clients. Among the individuals interviewed for his cover story was an adviser whose pedigree for providing advice to this underserved community truly stands out. Andrew Komarow, himself on the autism spectrum, has been an advocate for and champion of the special-needs community both as an adviser and as founder of Planning Across The Spectrum. He embodies the personal and professional qualities that are a credit to the financial services industry and serves as an inspiration to all adv
Special-needs planning is about much more than ABLE accounts and trusts
When it comes to special-needs planning, the answer is seldom easy. The decisions about whether a special-needs child would benefit from guardianship and conservatorship in adulthood and if so, who will be their guardian and oversee their trust, are important.
May 17, 2021 8 MINS
One of Scott Adams’ clients recently finished building a 4,000-square-foot house that will serve as the family’s retirement home. The structure, however, is more than a typical home it has extra-wide hallways that can accommodate their daughter’s power wheelchair, and it has accessible sinks and other features to make it as comfortable for her as it is for them.
Are there too many designations?
How do we clean this up?
Trends in the profession and industry hiring at the big firms, the holistic approach.
The questions over the right fee-based model.
Guest Bios
Andrew Komarow understands the difficulty and stigma that many individuals with special needs face. Having received his autism spectrum disorder diagnosis as an adult, many questions about the struggles he had growing up, and as a young adult, were answered. Through this experience, Andrew knew that he wanted to do something to work with the special-needs community to provide answers and security in the financial world.